# Urban Engineering And Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/urban-engineering-and-associates-inc-401k-plan

> Urban Engineering And Associates, INC.&#39;s 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Urban Engineering And Associates, INC.

- **Sponsor EIN:** 540976021

- **Sponsor Address:** 7712 LITTLE RIVER TURNPIKE, ANNANDALE, VA, 22003

- **Plan Type:** 401(k)

- **Total Participants:** 109

- **Total Assets:** $13.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|109|$13.2M|$217,047|$748,762|

| 2023|102|$11.8M|$184,905|$642,284|

| 2022|105|$10.4M|$174,326|$634,706|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| POTOMAC WEALTH MANAGEMENT|NONE|$32,564|—|$32,564|

| ASCENSUS LLC|NONE|$17,232|—|$17,232|

| MULLEN, SONDBERG, WIMBISH & STONE,|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,796

- **Estimated Expense Ratio:** 0.376% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$49,796|$32,564|$17,232|—|—|

| 2023|$46,103|$29,973|$16,130|—|—|

| 2022|$47,360|$31,355|$16,005|—|—|

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